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687 S Milledge Ave, Athens, GA 30605 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2014-04-28 |
| GA | RA | APPROVED | 2013-03-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New Planner Recruiting, Llc | Tallahassee | FL | 12/2008 | Present |
| Brown Strategy Consulting, Llc | Tallahassee | FL | 12/2008 | Present |
| Elwood & Goetz Wealth Advisory Group, Llc | Athens | GA | 02/2013 | Present |
Paul Caleb Brown is the owner of New Planner Recruiting and works in that business on a full-time basis.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-01-24 |
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